Send an invoice
Invoices in Klient are honest about state: draft until you send, and the moment an invoice goes to sent status the client is emailed a branded notification with the amount, due date, and a link to view it.
Stepslink
- 1Open Invoices in your workspace and create the invoice — pick the client contact, add line items, currency, and due date.
- 2Optionally attach a payment link so the client can pay directly from the email or portal.
- 3Set the status to Sent. The client is emailed automatically with the invoice summary and a "View in your portal" button (when your workspace has a portal slug).
- 4When the invoice is marked Paid, dependent workflow steps advance and the workspace owner gets an in-app "Invoice paid" notification.
Good to knowlink
- check_circleThe send email fires once per invoice — re-saving a sent invoice does not re-email the client.
- check_circleThe email goes to the contact on the invoice; if the contact has no email, nothing is sent.
- check_circleAutomatic reconciliation: when your payment provider is connected, a verified payment carrying the invoice reference marks the invoice Paid on its own — no manual click needed (2026-07-24).